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JPMorgan BetaBuilders US Mid Cap Equity ETF

49 hedge funds and large institutions have $1.68B invested in JPMorgan BetaBuilders US Mid Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% less ownership

Funds ownership: 99.74%98.52% (-1.2%)

7% less capital invested

Capital invested by funds: $1.8B → $1.68B (-$122M)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

21% less funds holding

Funds holding: 6249 (-13)

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

Holders
49
Holders Change
-13
Holders Change %
-20.97%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
14
Reduced
17
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$1.64B +$81.6M +845,276 +5%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$15.5M -$12.3M -127,788 -43%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.1M +$2.18M +22,603 +67%
FTUS
4
Flow Traders U.S.
New York
$4.1M +$3.17M +32,858 +260%
LPL Financial
5
LPL Financial
California
$2.36M -$25.7M -265,925 -91%
AssetMark Inc
6
AssetMark Inc
California
$1.79M -$7.17M -74,232 -79%
Jane Street
7
Jane Street
New York
$1.59M +$1.7M +17,663 New
Goldman Sachs
8
Goldman Sachs
New York
$1.38M +$1.04M +10,765 +235%
AA
9
ACT Advisors
North Carolina
$1.27M +$24.7K +256 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$917K -$136K -1,410 -12%
PWM
11
Prosperity Wealth Management
California
$724K +$24.8K +257 +3%
Citadel Advisors
12
Citadel Advisors
Florida
$669K -$1.43M -14,863 -67%
Bank of America
13
Bank of America
North Carolina
$586K +$503K +5,215 +404%
UBS Group
14
UBS Group
Switzerland
$423K +$451K +4,670 +17,296%
TSS
15
Two Sigma Securities
New York
$403K +$432K +4,476 New
IWP
16
IAG Wealth Partners
Wisconsin
$400K -$55.6K -576 -11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$400K +$427K +4,428 +31,629%
MWA
18
MN Wealth Advisors
Kansas
$392K -$286K -2,965 -41%
Morgan Stanley
19
Morgan Stanley
New York
$380K -$10.3M -107,012 -96%
SPI
20
Sutton Place Investors
New York
$333K +$18.3K +190 +5%
AG
21
Ascent Group
Virginia
$288K -$160K -1,659 -34%
GWM
22
Geneos Wealth Management
Colorado
$281K +$205K +2,122 +213%
SPIA
23
Steward Partners Investment Advisory
New York
$267K +$63K +653 +28%
HF
24
HRT Financial
New York
$252K +$271K +2,804 New
3IP
25
3Chopt Investment Partners
Virginia
$174K +$187K +1,935 New

BBMC Hedge Fund Activity: Q1 2025 in Review

49 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) for Q1 2025, worth a combined $1.68B — down 6.8% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of BBMC and 11 opened new positions — a net loss of 11 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was JP Morgan Chase, adding an estimated $81.6M. The largest seller was LPL Financial, cutting an estimated $25.7M.

  • 49 institutional investors held JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) as of Q1 2025, down from 62 in Q4 2024.
  • Funds reported $1.68B of JPMorgan BetaBuilders US Mid Cap Equity ETF stock for Q1 2025, down 6.8% quarter-over-quarter.
  • 11 funds opened new JPMorgan BetaBuilders US Mid Cap Equity ETF positions in Q1 2025 and 22 closed out, a net change of -11 holders.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $81.6M added.
  • The largest JPMorgan BetaBuilders US Mid Cap Equity ETF seller in Q1 2025 was LPL Financial, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2025.